Liontrust UK Opportunities Fund | What we offer | Liontrust Asset Management PLC
Liontrust Global Equity Team

UK Opportunities Fund

Mark Martin

UK Opportunities Fund

The Fund invests across the market cap spectrum in the UK with the aim to provide capital growth for investors. Mark Martin takes a style-agnostic approach, investing in a mix of companies that may provide growth opportunities, attractive valuations or ‘special situations’.  Special situations can exist where companies are out of favour, misunderstood or where management changes or takeovers are expected. 

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Mark Martin
The Fund Manager - Mark Martin

Mark manages the Liontrust UK Mid Cap Fund and the Liontrust UK Opportunities Fund, which he was also responsible for at Neptune Investment Management before moving to Liontrust in October 2019. His areas of research expertise include UK mid & small caps and the global healthcare sector. Before joining Neptune in 2008, Mark qualified as a solicitor at Allen & Overy in the Private Equity group, having graduated from Oxford University with a degree in Classics.

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The Global Equity Process

The Liontrust Global Equity team believes that the key to replicable long-term investment outperformance is generating ‘idiosyncratic alpha’: returns that are independent of market returns and largely uncorrelated to the successes and failures of popular investment styles like growth and value. The team seeks to achieve idiosyncratic alpha through: collaborative idea generation and each member of the team having research responsibility for an industry sector or structural economic trends; conviction, with each stock in a portfolio having a meaningful weighting and being retained for the long term; and having three silos of stocks to provide low correlation with each other and to mitigate against the transitory fortunes of investment styles. The philosophy and process is implemented through a four-step workflow: stock idea generation, stock selection, portfolio construction and continual monitoring.

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How 3D printing shoes has transformed the outlook for Nike

Storm Uru

In the first of a new series on tech disruptors from the Liontrust Global Equity Team, Storm Uru looks at sport giant Nike, how it... Read more

Latest fund update

UK Opportunities Fund

Read the latest update for the Liontrust UK Opportunities Fund.

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Discrete performance

30-09-2018 -
30-09-2017 -
30-09-2016 -
30-09-2015 -
30-09-2014 -
Liontrust UK Opportunities -5.45% -0.64% 14.83% 5.57% 5.82%
IA UK All Companies -0.03% 5.54% 13.65% 11.74% 1.93%
FTSE All Share 2.68% 5.87% 11.94% 16.82% -2.30%
Liontrust UK Opportunities
IA UK All Companies
FTSE All Share
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust UK Opportunities 10.37% 13.35% 17.84% 24.75% 130.75% 127.91%
IA UK All Companies 4.44% 9.75% 22.77% 34.26% 120.43% 97.43%
FTSE All Share 3.23% 8.55% 22.56% 35.14% 110.78% 99.89%
To previous working day
Liontrust UK Opportunities
IA UK All Companies
FTSE All Share

Key Risks 

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. Investment in funds managed by the Global Equity (GE) team may involve investment in smaller companies - these stocks may be less liquid and the price swings greater than those in, for example, larger companies. Investment in funds managed by the GE team may involve foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The team may invest in emerging markets/soft currencies or in financial derivative instruments, both of which may have the effect of increasing volatility. Some of the funds managed by the GE team hold a concentrated portfolio of stocks, meaning that if the price of one of these stocks should move significantly, this may have a notable effect on the value of that portfolio.


The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 

Source: Financial Express. Total return, bid-to-bid. This page is showing performance data and information for an income producing share class. Please go to our Interactive Fund Centre for performance data and information on the Fund’s other share classes.

© 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.


Key fund information

  • Launch date12/29/2006
  • IA sectorIA UK All Companies
  • BenchmarkFTSE All Share
  • Fund size£13,230,005.93
  • Number of holdings29
  • Active Share99.27%
  • Historic yield2.25%

Fund size and number of holdings data is as at previous month end. Historic yield and performance data is as at previous working day.

Historic Yield: Reflects distributions declared over the past 12 months as a percentage of the mid-market unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions.

Active Share: The fraction of a portfolio invested differently to its benchmark. A 100% active share is a portfolio with no holdings in the benchmark, a 0% active share is a portfolio identical to the benchmark.

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